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Archie Hart from Ninety One goes in-depth with James Dunn from The Inside Network on emerging markets equity.
Archie Hart from Ninety One speaks to James Dunn from The Inside Network for our IN60 series.
Investors and their fund managers have dumped Russian holdings in recent weeks amid worsening horror at the invasion of Ukraine. But active managers could lessen the blow for investors through new opportunities on the other side of a Russian trade. For Ninety One’s emerging markets team, Russia is an “ugly sideshow” to the main investment…